Citi
Citi Wealth - Portfolio Consultant Vice President
New York New York United States · Exec · Full-time
Sponsorship not specified$176k-$264kDetected 22 days ago
ExpressResearchPublic Speaking
About the role
- A PC will also work closely with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients.
- Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
Responsibilities
- Lead the regional discussion of implementation strategies and action plans for Citi Global Wealth themes.
- Work closely with the sales management, PC Team Leaders, and Product Heads to help them understand and implement the firm's market views.
Requirements
- 6-10 years of experience
- Ability to work in both a team and individual creative setting.
- Strong quantitative skills, written and presentation skills
- US Only: Securities Industry Exam, S7 & S66
- NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
- Education:
- Job Family Group:
- Private Client Coverage ------------------------------------------------------
- Job Family:
- Financial Planning Services ------------------------------------------------------
- Time Type:
Nice to have
- CFA / CAIA / CIMA preferred
- Bachelor's/University degree, Master's degree preferred
Skills
- Portfolio Consultants (PCs) provide asset allocation and macroeconomic strategy and analysis for their target markets.
- 08, 2026 ------------------------------------------------------
- View Citi's EEO Policy Statement and the Know Your Rights poster.
- For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------
Compensation
- $ 175,840.00 - $ 263,760.00
- In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
- Available offerings may vary by jurisdiction, job level, and date of hire.
- Please see the requirements listed above. ------------------------------------------------------
- For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------
- Most Relevant Skills
Benefits
- Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
- For additional information regarding Citi employee benefits, please visit citibenefits.com.
Equal opportunity
- If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
This listing is sourced directly from Citi's careers page and normalized into a canonical job model.